Gift in exchange for income for life
A Charitable Gift Annuity is an option that could pay you or a loved one income for life, earn you a tax deduction, and even help you avoid certain taxes — all while helping us continue our mission to lead souls to Heaven.
Benefits:
- You will receive fixed payments that will not fluctuate with the ups and downs of financial markets.
- You are entitled to a charitable tax deduction in the year you make your gift.
- A portion of your gift annuity payments will be tax-free.
- Your payments can be deposited directly to your checking or savings account.
- You will pay less capital gains tax, if you fund your annuity with appreciated securities.
How it works:
- You donate cash, stocks, or mutual funds to the Marian Fathers to establish a gift annuity.
- The minimum gift amount is $5,000 and the minimum age is 60. - Gift annuity rates are determined by the age(s) of the annuitant(s) — the person(s) who will receive the payments. See information sheet to view gift annuity rates.
- The annuitant(s) will receive fixed payments for life, then the Marian Fathers will use the remaining principal from your gift.
Next steps:
- Request a personalized description of your benefits by contacting our Mission Advancement Team at (800) 671-2020 or [email protected]. Please provide your date(s) of birth.
- Complete an application and transfer your gift of cash or appreciated securities. Download Application.